Most Compelling Long Ideas
CVS, CRUS, EBAY, COF, WGO
Most Compelling ECF™ Inflections
MA, ABBV, MO, ACAD, HTZ
Company Specific Highlights & Insights:
AVGO, BMRN, BURL, CHTR, CRM, DISH, GDDY, HFC, IPGP, LEA, LEVI, MDLZ, MGM, NEE, ORCL, PEP, WGO
Aggregate ECF™ Trend Analysis:
Management confidence levels appear to be gaining positive momentum, particularly in the last several months; breaking off their stationary trend for two years. The ratio has consistently remained above 2016-2017 levels, pointing to management teams growing more confident about investing. In particular, this has been signified by a sustained rise in highly confident markers, as opposed to a decline in management concern, pointing to renewed optimism.